Alumis (ALMS) Spikes 40%: Why I Shorted the Overnight Gap Ahead of Data
And it wasn't a very good idea!
And it wasn't a very good idea!
After a jam-packed December 2025, we enter the second week of 2026 with a sharply divided biotech market. While the XBI struggles to find its footing, our scanner has identified a distinct bifurcation: a cluster of “Pressure Cooker” setups—micro-caps with shrinking cash runways colliding with near-term
As we approach the end of the year, I want to take a moment to wish all our subscribers a very Merry Christmas and a Happy New Year. It has been a year of navigating the volatile biotech markets together, and I truly appreciate the community of independent-minded investors
The XBI sits at $123 near its 52-week high of $125.87—a 27% climb from April lows that's rewarded risk-takers but now leaves less margin for error. With year-end tax selling and portfolio rebalancing underway, the question isn't whether biotech is "
Biotech Investing
Two emerging biotechs just became the most attractive acquisition targets in obesity after releasing game-changing Phase 1 and Phase 2 data on December 8th.
Black Friday sale extended to biotechs, with numerous attractive companies trading at bargain prices. Outcome of last week's scanner revealed a significant surprise, especially with CAPR despite ongoing skepticism about the data’s credibility. JANX, as discussed in my recent article, disappointed investors. However, this is the nature
Obesity
The $1 trillion battleground where pharma giants and scrappy biotechs are fighting for supremacy — and why the real winners may be patients who couldn't afford these drugs before.
JANX
In the high-stakes world of biotechnology, "good" is often not enough when the market is pricing in "perfection." Yesterday, Janux Therapeutics ($JANX) released updated Phase 1 data that triggered a sharp >40% sell-off. The market’s simplistic algorithm—"No massive beat on
The XBI just logged a +10.72% gain over 21 days—and the beaten-down clinical-stage names are stirring. This week's scanner combed through 250+ catalyst events expected within 10-45 days. What jumps off the screen? Eight companies currently trade below their cash balances. The market
Catalyst
Data-driven biotech investing: Biostockinfo reveals how clinical catalysts, anticipation run-ups and Breakthrough Therapy designations create alpha for independent retail investors.
I apologize for the delay in this week’s AI Scanner. I’ve been working on using newly updated Gemini 3.0, which was supposed to be superior. However, the results were mixed, and it took some time to debug the system. This AI Scanner is still work in progress,
INAB
Is this a value trap headed for dilution and oblivion—or a deeply mispriced recovery play for investors who can live with binary risk?